Progress at the level that matters
When a requirement asks for two photos, one photo is not enough. The client sees what is missing before the Send action becomes available.
INSURANCE INSPECTION CLIENT CHECKLIST
Insurance inspection client checklist and request template
Ask for repair photos and invoices with clear evidence items and separate client and carrier dates. Use the free request template below, or organize the checklist, reminders and review in Coverstride.
No credit card required. No automatic charge.
“Send two files” is not a useful instruction by itself.
Clients need to know which files answer the request. A contractor’s invoice and a completed-repair photo serve different purposes. Name them, explain what each should show and put those instructions beside the upload action.
Free resource · no account or email required
Free client evidence-request builder and template
Give a client a specific request instead of a general “please send proof.” Copy this message into your approved email or case channel and adapt each item to the carrier notice.
Use it with the tools you already have.
Read the guide below, copy the blank template or download an editable text file. Replace the placeholders and review it before sharing.
Free browser tool
Build a client evidence request
Turn the requirements from the carrier's notice into a message you can review, copy and send through your agency's approved channel.
Coverstride does not save or send your entries. Use Copy or Download to keep your message.
Start with your notice, or explore a fictional handrail request.
2. Requirements from the notice
Correction, evidence name and a positive whole-number quantity are required for every item.
How to use it
Identify the property and purpose
Explain which property and inspection follow-up the request concerns. Include only the identifiers needed by the intended recipient in that channel.
Ask for named items with quantities
For each correction, say which document or photos to send and what they should show. Split a document request from its photo request so the client can see what is missing.
Explain where and when to send them
Give the approved submission route and a clearly labelled client target date. Check the destination before sending. If using Coverstride, create the case-specific client link yourself.
Give the client a route for questions
Ask them to tell the agency which item is unclear or delayed. Explain that the agency reviews the evidence before responding to the carrier; sending a file does not itself confirm carrier acceptance.
Before you share
- Replace every bracketed field and check the recipient and submission route.
- Match the evidence request to the actual notice, not the fictional example.
- Do not include a private case link in a publicly shared example.
Worked example · fictional details
Use the repair evidence review checklist
Replace vague requests with clear items
Fictional request for 84 Sample Road: “Please send one contractor invoice for the entrance-handrail repair and two photos: one showing the handrail in context and one showing the completed repair in detail. Our client target date is November 13; the carrier response deadline is November 20.”
| Vague request | More useful request |
|---|---|
| Send the documents. | Send one legible contractor invoice identifying this property and the requested repair. |
| Upload some photos. | Send two completed-repair photos: one overview and one detail, as requested by the agency. |
| We need it soon. | Please send evidence by the client target date; contact the agency if an item is delayed. |
Copyable client message
Copy and edit this text. The download contains the same blank template; neither option requires signup.
Subject: Inspection follow-up for [property] - evidence requested Hello [client name], We are following up on the carrier's inspection notice for [property]. Please send the following through [agency-approved submission route]: Requirement [reference]: [clear correction from the notice] 1. [Document name] - [quantity and what it must show] 2. [Photo description] - [quantity and requested views] Our client target date: [date] Carrier response deadline: [date] If an item is unclear or will be delayed, contact [agency contact] and tell us which requirement needs attention. A request for more time does not change the carrier deadline unless the carrier confirms it. We will review what you send and let you know if a correction is needed. We then prepare the carrier response through its usual channel. Thank you, [agency contact]
The workflow
A practical way to move it forward.
The agency stays in control of the instructions, review and carrier response.
- 01
Write a specific request
Name the evidence item, choose whether it needs photos or documents, and set the quantity. Include practical instructions from the carrier’s notice in words the client can follow.
- 02
Let the client prepare the files
The case link opens in a browser without an app installation. Clients see the requested items, upload their files and can remove an incorrect unsent upload before sending.
- 03
Show a clear handoff
The client explicitly sends the ready files to the agency. The checklist then shows that the requirement has been sent for review, so the client can move to the next item.
Inside Coverstride
The details that keep the work connected.
Use these tools in your agency workspace. The examples on this page use fictional cases.
Questions stay with the case
Clients can ask about a requirement or request more time. A request for an extension is recorded for agency follow-up; it does not automatically extend the carrier’s deadline.
Help keeps the checklist in reach
The customer’s help page stays within the case context and offers a route back to the checklist. It directs repair and deadline questions to the agency handling the notice.
Questions & answers
Questions about client checklists.
Understand where Coverstride fits before you change how your team works.
Does a client need a Coverstride account?
The client uses a case-specific access link. Anyone with a valid link can access that case, so agencies should share it only with the intended recipient and revoke it if needed.
Does uploading a photo submit it immediately?
No. Uploading saves it to the requirement. The client chooses Send when the required files are ready to share with the agency for review.
Can a client replace the wrong file?
An incorrect unsent upload can be removed and replaced. Files that have already been sent remain part of the case history; the agency can request corrected evidence.
Workflow guides
See the steps around this one.
See the details that matter at each step, with practical examples from Coverstride’s workflow.
Evidence & review
Repair evidence collection
Collect repair photos, contractor invoices and certificates against named insurance requirements. Review evidence, request corrections and keep original files connected.
Explore this workflowAgency operationsInspection follow-up
Organize commercial-property inspection follow-up with case-specific requirements, client evidence, agency review and recorded carrier responses in Coverstride.
Explore this workflowDaily follow-upDeadline tracking
Use a free inspection deadline tracker, extension-request template and response log. Keep client targets, carrier deadlines and confirmed extensions clear.
Explore this workflowBuilt around the agency’s day
Make your next follow-up easier.
Start a 30-day free trial with no credit card. Have a question first? We’re here to help.